Overview of Widgets
The Dashboard is comprised of speed dials and widgets. Speed dials allow you to establish links to KAStrack Documents, Forms, and even URLs, so that you can easily access desired webpages (including webpages outside of the KAStrack system). Widgets highlight module summaries or charts representing report information.
A detailed explanation of speed dials, module summary widgets and chart widgets is provided in the tables below.
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Speed Dial Explanation Table |
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· Speed dials are a dashboard feature used to add relevant quick links to frequently needed Documents, Forms, and websites. · Speed dials can be displayed three ways: in a horizontal row at the top of a screen, a floating expandable icon, and as a widget. · Speed dials cannot be dragged and dropped to reorder them. Instead, they display in the order in which they are pinned to a Dashboard. To change their order, simply unpin and re-add them in the order you wish to have them display. |
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Placement Options |
Images of Placement Location |
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Disabled |
When placement is marked as disabled, the speed dials will no longer show on the dashboard. Disabled unpins the speed dial from the dashboard without deleting record of it from the Module. |
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Top · A speed dial with a top placement shows immediately under the page header. · The vertical three dot icon opens a context menu with the options to edit or unpin. |
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Floating · A speed dial with floating placement is shown as an up arrow icon in the bottom right hand corner that expands when clicked. · The context menu shows below links when a floating speed dial is expanded, as well as options to edit and unpin. |
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Widget · A speed dial with widget placement will show within the grid of module summaries and charts. · The vertical three dot icon opens a context menu with the options to edit or unpin. |
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Module Summary Widget Explanation Table
· Module Summaries are widgets that summarize all relevant and time sensitive information within specific modules and present it in a condensed format.
· The widget header in bold identifies the Module being summarized. The first number to the right of the header indicates the number of outstanding or past due actions/ tasks / documents, etc. relevant to the user. If the user is a supervisor/admin, the second number (in parentheses) shows the total number of outstanding actions for the supervisor/admin plus that of all users that report to the supervisor/admin.
· The vertical three dot icon opens a context menu with the singular option to Unpin. Note: On a mobile device accessing the web version of KAStrack, additional options will show in the context menu, allowing the user to rearrange the ordering of the widgets within the widget grid.
Module
Comments
Image
Actions
Module Summary Widget Key
Overdue
Nearing due date
Group(s) past inactivity date
Outstanding with no due date
Outstanding
Assets
Module Summary Widget Key
Overdue critical item task
Overdue task
Critical item task due soon
Task due soon
Deferred Task
Dispatch
Module Summary Widget Key
To go to scheduled status
To go to ready to dispatch status
To go to dispatched status
To go to completed status
To go to cancelled status
To go to archived status
Documents
Module Summary Widget Key
Overdue continued suitability review
Waiting to be published
Need(s) approval
Require(s) acknowledgement
Reviewed but not yet approved
Notification(s) of new revisions
Draft Form Entries Assigned to Me
Forms can be designed to allow users to save their current work as a draft, giving them the option to come back to an entry and complete it at a later time. If a user has any active Draft Entries assigned to their account, they can be accessed through a quick link in the Draft Form Entries Assigned to Me Module Summary.
Finance
Module Summary Widget Key
Outstanding Budget Items
Pending Approvals
Forms
Module Summary Widget Key
Approval past due
Approval required
Drafts
Note: At the bottom of the Forms Module Summary Widget, forms attached to the dashboard are shown as quick links for ease of access. This is set in the Form’s settings by its creator or an Admin. WIKIILINK
Kanban
All To Do Notifications in Kanban
Kanban Module Summary
Customizable Kanban Board Module Summary
The Kanban Module Summary cannot be customized. Each board will show with the total number of to dos associated with it.
Each Kanban Board can have their own individual Module Summary, which can be customized at the Kanban level. Changes to the Board Module Summary will show to all who add the widget.
WIKI LINK HOW TO CUSTOMIZE AN INDIVIDUAL BOARD MODULE SUMMARY
Meetings
Meeting with Recent Instance
Meeting with no Instances
People
Module Summary Widget Key
Expired Certification
Expired Competency
Overdue Certification
Overdue Competency
Due Certification
In Training or Deferred Certification
In Training or Deferred Competency
People - Competency
Module Summary Widget Key
Expired Competency
Overdue Competency
In Training or Deferred Competency
People – Courses
Module Summary Widget Key
Expired Course
Overdue Course
Due Course
Deferred Course
Chart Widget Explanation Table
· The widget header in bold identifies the chart title and the chart type.
· The vertical three dot icon to the right opens a context menu with the options to View Chart and Unpin.
Charts
Type and Recommended Usage
Image
Representative
Bar Chart:
Recommended when comparing quantities across different categories
Horizontal Bar Chart:
Recommended when comparing quantities across different quantities
Pie Chart:
Recommended when showing composition and parts of a whole
Line Chart:
Recommended when showing continuous data trends over time
Doughnut Chart:
Recommended when showing parts of a whole and highlighting a total or key metric in the center
Trending
Line Chart:
Recommended when emphasizing patterns and direction of change
Empty Chart
If you see a chart but no data appears, confirm that the value column contains numeric values.
If a chart widget does not show a chart, it is because you do not have authorization to view that data.
